PC
PARAGON CAPITAL MANAGEMENT
SEC RegisteredDENVER, COhttps://paragoncapitalco.com303-293-3680
Assets Under Management
$1B–$5B
Employees
6
Office Locations
1 office
Total Accounts
984
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthState/Municipal
Services
retirement_planninginvestment_managementfinancial_planningtax_planninginsurancecharitable_givingbusiness_planningsocial_securitywealth_managementcash_flow_planningrisk_management
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 47 | $24M |
| High Net Worth Individuals | 140 | $1.3B |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Henry Bernard Lester
MANAGING DIRECTOR
Alexander Nichols Feick
MANAGING DIRECTOR
Henry Bernard Lester
CHIEF COMPLIANCE OFFICER
Office locations
1 office in 1 state
CO
DENVERHQ
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
CRD number
#105147
SEC Number
801-36249
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Minimum: $1,000,000 (waivable)
| Asset tier | Annual rate |
|---|---|
| Up to $1,000,000 | 0.90% |
| $1,000,001 - $5,000,000 | 0.70% |
| $5,000,001 - $10,000,000 | 0.50% |
| Over $10,000,000 | 0.35% |
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
paragoncapitalco.comPhone
303-293-3680Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PARAGON CAPITAL MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.